AI investment keeps soaring, but key indicators suggest the boom hasn’t tipped into bubble territory—at least not yet.

Other than that, "we feel good about the investments we've made," Smith said.

AI investment keeps soaring, but key indicators suggest the boom hasn’t tipped into bubble territory—at least not yet.

COLUMN. In her column, the economist points out that the financial markets have been inflated by decades of monetary policy tailored to their needs. She warns that it is the…

Short sellers like Michael Burry and Jim Chanos are circling, warning that the AI buildout isn’t a one-time investment but a recurring cost wave.